TE Connectivity Ltd.
TE Connectivity Ltd (TEL) is a global designer and manufacturer of connectivity and sensor solutions used across automotive, industrial, data communications, aerospace & defence, medical and consumer end-markets. With a market cap of about $67.4bn, TE’s revenue mix benefits from exposure to automotive electrification, broadband and industrial automation — areas that can support medium-term growth. Investors should note TE operates in cyclical industries where demand and margins can vary with macro conditions, commodity costs and supply-chain dynamics. The company has historically generated strong operating cash flow and returns capital to shareholders, but past behaviour is not a guarantee of future results. Key considerations include product mix, exposure to vehicle production cycles, and pricing/innovation to protect margins. This is general educational information, not personal advice; investors should assess suitability against their objectives and risk tolerance before deciding to buy or sell.
Why It's Moving
TE Connectivity Crushes Q1 Expectations with Record Orders and Surging AI Outlook, Sparking Analyst Upgrades Despite Initial Dip.
- Adjusted operating margins hit 22%, up 180 basis points year-over-year, showcasing sharp efficiency gains from higher volumes and productivity.
- AI revenues for fiscal 2026 now projected $200 million above prior estimates, underscoring TE's edge in powering data and power connectivity boom.
- Analysts rallied with Barclays lifting target to $302 (Overweight), BofA to $290 (Buy), and Wells Fargo to $249, citing strong non-AI growth alongside AI tailwinds.
TE Connectivity Crushes Q1 Expectations with Record Orders and Surging AI Outlook, Sparking Analyst Upgrades Despite Initial Dip.
- Adjusted operating margins hit 22%, up 180 basis points year-over-year, showcasing sharp efficiency gains from higher volumes and productivity.
- AI revenues for fiscal 2026 now projected $200 million above prior estimates, underscoring TE's edge in powering data and power connectivity boom.
- Analysts rallied with Barclays lifting target to $302 (Overweight), BofA to $290 (Buy), and Wells Fargo to $249, citing strong non-AI growth alongside AI tailwinds.
When is the next earnings date for TE Connectivity Ltd. (TEL)?
TE Connectivity (TEL) most recently reported its Q1 2026 earnings on January 21, 2026. The next earnings release, covering Q2 2026 (fiscal quarter ending June 2026), is expected on or around April 22-28, 2026, based on analyst estimates and historical patterns. This date remains unconfirmed by the company.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying TE Connectivity stock, expecting its price to rise significantly.
Financial Health
TE Connectivity is performing well with strong revenue, healthy cash flow, and decent profit margins.
Dividend
TE Connectivity Ltd.'s dividend yield of 1.17% is considered below average, indicating limited returns from dividends. If you invested $1000 you would be paid $12.40 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Mobility electrification
Automotive electrification and ADAS create demand for connectors and sensors, though product cycles are influenced by vehicle production and macro conditions.
Diversified end-markets
Exposure across industrial, data and medical markets helps diversification, but regional supply-chain and regulatory factors can affect outcomes.
Margin & innovation
R&D and product mix support premium segments, helping margins — yet commodity costs and competition can pressure profitability.
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